Next Generation - The Chart of Accounts screen | Access Financials Help Centre

The Chart of Accounts screen has the same basic functionality as other screens do for consistency purposes.

The screen automatically defaults to Build Mode when you have not built and nominal accounts yet and you can see the toggle button at the top of the screen indicating this

Example used for reference:

Your company has offices in London and in Oxford, and you have selected the hyphen separator. You have created the records in each category as per the step by step guide on the Categories set up article.

Category 1 identifies the office of your company (London and Oxford).
Category 2 identifies the department of your company (sales and general).
Category 3 records the details of the income or cost (1000, 1500, 200 etc).

As per the above set up, you can set up a nominal account of LOND-SALE-1000 which can be quickly identified as London for the office, Sales for the department and 1000 for recording your income.
You can also set up a nominal account for OXFR-GENR-2000 which can be easily identified as Oxford for the office, General for the department and 2000 for recording your costs.

Each section is explained below:

Section	Description
Toggle Button	Defaults to Build Mode where no structure has been built. Defaults to View Mode where a structure has been built.
Currency drop-down	Defaults to the currency of the database and can be changed. Lists all available currency records within the database. The Show More option allows you to search in more detail. The top search field is a Begins with search, so you must know the first few characters of the currency or description you are looking for. For more search options, hover over the column label and click on the icon to open more filter options. For more information, please refer to the filtering on the Chart of Accounts screen in View Mode article.
Nominal Categories panel	This is the panel from which you can select categories you wish to build. For more information on how to build your structure, please refer to the Chart of Accounts builder article.
Nominal Categories links or Category Path	List of your categories set up on the Nominal Categories screen with a hyperlink which lists only the records relevant for the category. The order is based on the Data Setup order that you have set in the Nominal Ledger Options. If you have selected to work with 3 categories and you have defined the Data Setup Order as default which is 1,2 and 3, then your path on the Chart of Accounts will be displayed as Category 1, Category 2 and Category 3. If you have selected to work with more than 3 categories, you can view these by clicking on the more button.
Chart of Accounts	Displays the number of Accounts that have been built and any Accounts which have been saved to the structure but have not been built yet.
Legend	Explanations of the possible icons you can see in the Chart of Accounts panel. These are: Nominal Codes Incomplete. When you have not added in all your categories, you will see the Nominal Codes Incomplete icon to raise your attention that you have to finish building your structure. For example, where you have 3 categories and you have only added in the first 2 categories, you will be warned. Awaiting Build. All nominal accounts that are complete and can be built are appended with this icon. Built. All nominal accounts that have already been built are appended with this icon.
Link back to the Category Entry screen	The link found on the left-hand side of the screen will take you to the Category Entry screen where you can add your Categories if you have not done so yet. We recommend that you have your Categories created before you go to build your structure.
Save for Later	You can create your structure without building it and in order so you don't lose any of your configuration, you can save the structure to be built later by using the Save for later option.
Build	Builds your structure that you have created on the right-hand side of the screen. Make sure you only build your structure when you are satisfied with your structure so that you don't have to delete and start over.
Add	Adding the selected categories from the Nominal Categories to the Chart of Accounts panel.
Remove	Removing any unwanted categories from the Chart of Accounts back to the Nominal Categories panel. You can only use the Remove button when your structure is not yet built. After building your structure, you have to use the Delete functionality to remove a built Category.

For information on how to build your chart of accounts, please refer to the step by step guide on how to build your Chart of Accounts article.

Next Generation - Delete categories from the Chart of Accounts

Next Generation - Step by step guide on how to build your Chart of Accounts

Next Generation - Update the default accounts for your existing chart of accounts

Next Generation - View details and access available actions for a nominal account in the your chart of accounts

Next Generation - View Mode on the Chart of Accounts screen